DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

F••• L••• C••••••• L••

Asset manager (funds and pooled vehicles)San Mateo, CaliforniaCRD 283625SEC 801-118696websiteIAPD
Latest filing Apr 29, 2026
First filing on the tape Apr 10, 2020 · 15 filings
SEC status approved since May 15, 2020
RAUM
$332M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
12
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$332M as of Apr 29, 2026
Mar 31, 2021$324M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 31, 20210 then
Employees (5.A)12 as of Apr 29, 2026
Mar 31, 202113 then
Private funds4 as of Apr 29, 2026
Mar 31, 20211 then
RAUM -36% over the last fiscal year-16% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$83.1MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-36%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$332M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
4reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      6 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      F••• L••• E•••••••• F•••• L•Real Estate Fund$192M52Apr 10, 2020
      F••• L••• C••••••• L•Real Estate Fund$39.5M51Mar 29, 2024
      F••• L••• A••••••• F•••• L•Real Estate Fund$38.5M20Mar 31, 2022
      F••• L••• C••••••• L•no longer reportedReal Estate Fund$30.7M20Mar 27, 2023
      F••• L••• F•••• F••• I••• L•Real Estate Fund$9.8M9Mar 29, 2024
      F••• L••• F•••• F••• I••• L•no longer reportedReal Estate Fund$3.6M9Mar 27, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • M•••••••• C•••• T••••• · Managing Directorcontrol
        since 06/2011 · owns 50% to 75%
      • O•••••• E•••• S•••••• · Managing Directorcontrol
        since 06/2011 · owns 50% to 75%
      • B•••••••• S•••••• J• · Chief Compliance Officer And Vp Of Finance
        since 03/2024 · owns less than 5%
      Related persons
      Schedule D 7.A
      • F••• L••• A••••••• G•• L••
        pooled vehicle sponsorn
      • F••• L••• C•••••• G•• L••
        pooled vehicle sponsorn
      • F••• L••• E•••••••• G•• L••
        pooled vehicle sponsorn
      • F••• L••• F•••• F••• I•• G•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM down 25 %Change between filings · filing Apr 29, 2026
        RAUM (Item 5.F) moved from $518,000,000 to $332,450,000 (-36.0%) between the annual amendments of 2025-03-18 and 2026-04-29; the peer median change was +4.0% (1147 comparable advisers, 7.0th percentile of changes)
        peers: asset managers, $100M to $500M (1,147) · 7.0% percentile
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $479M to $332M
        Mar 27, 2026 to Apr 29, 2026
      • Pooled vehicle RAUM · $479M to $332M
        Mar 27, 2026 to Apr 29, 2026
      • RAUM · $479M to $332M
        Mar 27, 2026 to Apr 29, 2026
      • Advisory employees · 9 to 10
        Feb 3, 2026 to Mar 27, 2026
      • Discretionary RAUM · $518M to $479M
        Feb 3, 2026 to Mar 27, 2026
      • Pooled vehicle RAUM · $518M to $479M
        Feb 3, 2026 to Mar 27, 2026
      • RAUM · $518M to $479M
        Feb 3, 2026 to Mar 27, 2026
      • Employees · 11 to 12
        Jun 6, 2024 to Mar 18, 2025
      • Financial planning clients · unset to
        Jun 6, 2024 to Mar 18, 2025
      • Discretionary RAUM · $484M to $518M
        Jun 6, 2024 to Mar 18, 2025
      • Pooled vehicle RAUM · $484M to $518M
        Jun 6, 2024 to Mar 18, 2025
      • RAUM · $484M to $518M
        Jun 6, 2024 to Mar 18, 2025
      • Other offices · 1 to 0
        May 3, 2024 to Jun 6, 2024
      • Advisory employees · 13 to 9
        May 30, 2023 to Mar 29, 2024
      • Employees · 17 to 11
        May 30, 2023 to Mar 29, 2024
      • Financial planning clients · 0 to unset
        May 30, 2023 to Mar 29, 2024
      • Other offices · 0 to 1
        May 30, 2023 to Mar 29, 2024
      • Private funds · 2 to 4
        May 30, 2023 to Mar 29, 2024
      • Discretionary RAUM · $556M to $484M
        May 30, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $556M to $484M
        May 30, 2023 to Mar 29, 2024
      • RAUM · $556M to $484M
        May 30, 2023 to Mar 29, 2024
      • Private funds · 4 to 2
        Mar 27, 2023 to Apr 21, 2023
      • Advisory employees · 15 to 13
        Jun 13, 2022 to Mar 27, 2023
      • Employees · 19 to 17
        Jun 13, 2022 to Mar 27, 2023
      • Other offices · 1 to 0
        Jun 13, 2022 to Mar 27, 2023
      • Private funds · 2 to 4
        Jun 13, 2022 to Mar 27, 2023
      • Discretionary RAUM · $600M to $556M
        Jun 13, 2022 to Mar 27, 2023
      • Pooled vehicle RAUM · $600M to $556M
        Jun 13, 2022 to Mar 27, 2023
      • RAUM · $600M to $556M
        Jun 13, 2022 to Mar 27, 2023
      • Accounts · 2 to 4
        Apr 9, 2021 to Mar 31, 2022
      • Advisory employees · 9 to 15
        Apr 9, 2021 to Mar 31, 2022
      • Pooled vehicle clients · 2 to 4
        Apr 9, 2021 to Mar 31, 2022
      • Employees · 13 to 19
        Apr 9, 2021 to Mar 31, 2022
      • Private funds · 1 to 2
        Apr 9, 2021 to Mar 31, 2022
      • Discretionary RAUM · $324M to $600M
        Apr 9, 2021 to Mar 31, 2022
      • Pooled vehicle RAUM · $324M to $600M
        Apr 9, 2021 to Mar 31, 2022
      • RAUM · $324M to $600M
        Apr 9, 2021 to Mar 31, 2022
      • Advisory employees · 7 to 9
        Apr 10, 2020 to Mar 31, 2021
      • Employees · 11 to 13
        Apr 10, 2020 to Mar 31, 2021
      • Discretionary RAUM · $284M to $324M
        Apr 10, 2020 to Mar 31, 2021
      Signals
      5 dated events
      • F••• L••• C••••••• L•• reported RAUM $332.4M, down 31% from $479.0M (2026-03-27 to 2026-04-29)
        Apr 29, 2026 · RAUM change · derived
      • M G••••• N•••••• (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of F••• L••• C••••••• L•• (listed 2023-05-30, absent 2024-03-29)
        Mar 29, 2024 · Control person left · inference
      • M G••••• N•••••• (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of F••• L••• C••••••• L••
        Jun 13, 2022 · Control person joined · fact
      • F••• L••• C••••••• L•• reported RAUM $600.5M, up 85% from $324.3M (2021-04-09 to 2022-03-31)
        Mar 31, 2022 · RAUM change · derived
      • F••• L••• C••••••• L•• filed its initial SEC registration (Form ADV)
        Apr 10, 2020 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/fall-line-capital/mycompanyreportedpublic record, Form ADV, Sep 19, 2026
      Website
      f•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      650-235-4032reportedpublic record, Form ADV, Apr 29, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      F••• L••• C••••••• L•• is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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